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Side-by-side financial comparison of Monte Rosa Therapeutics, Inc. (GLUE) and REGENXBIO Inc. (RGNX). Click either name above to swap in a different company.
REGENXBIO Inc. is the larger business by last-quarter revenue ($30.3M vs $12.8M, roughly 2.4× Monte Rosa Therapeutics, Inc.). Monte Rosa Therapeutics, Inc. runs the higher net margin — -212.1% vs -221.3%, a 9.2% gap on every dollar of revenue. On growth, REGENXBIO Inc. posted the faster year-over-year revenue change (43.0% vs 38.5%). Monte Rosa Therapeutics, Inc. produced more free cash flow last quarter ($99.8M vs $-52.8M).
Monte Rosa Therapeutics is a clinical-stage biotechnology company specializing in the discovery and development of targeted molecular glue degrader therapies. Its pipeline addresses unmet medical needs across oncology, rare genetic disorders and immunological diseases, with operations focused on advancing novel treatments for global patient populations.
REGENXBIO Inc. is a clinical-stage biotechnology firm focused on gene therapy for rare severe genetic diseases. It licenses its proprietary AAV vector technology to global biopharma partners, and advances its own pipeline targeting ophthalmology, metabolic and neurodegenerative disorders.
GLUE vs RGNX — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $12.8M | $30.3M |
| Net Profit | $-27.1M | $-67.1M |
| Gross Margin | — | — |
| Operating Margin | -258.3% | -190.0% |
| Net Margin | -212.1% | -221.3% |
| Revenue YoY | 38.5% | 43.0% |
| Net Profit YoY | -13.5% | -31.2% |
| EPS (diluted) | — | $-1.30 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $30.3M | ||
| Q3 25 | $12.8M | $29.7M | ||
| Q2 25 | $23.2M | $21.4M | ||
| Q1 25 | $84.9M | $89.0M | ||
| Q4 24 | $60.6M | $21.2M | ||
| Q3 24 | — | $24.2M | ||
| Q2 24 | — | $22.3M | ||
| Q1 24 | — | $15.6M |
| Q4 25 | — | $-67.1M | ||
| Q3 25 | $-27.1M | $-61.9M | ||
| Q2 25 | $-12.3M | $-70.9M | ||
| Q1 25 | $46.9M | $6.1M | ||
| Q4 24 | $13.4M | $-51.2M | ||
| Q3 24 | — | $-59.6M | ||
| Q2 24 | — | $-53.0M | ||
| Q1 24 | — | $-63.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% | ||
| Q1 24 | — | 72.6% |
| Q4 25 | — | -190.0% | ||
| Q3 25 | -258.3% | -176.3% | ||
| Q2 25 | -67.1% | -296.3% | ||
| Q1 25 | 51.9% | 13.6% | ||
| Q4 24 | 21.4% | -242.1% | ||
| Q3 24 | — | -256.6% | ||
| Q2 24 | — | -251.3% | ||
| Q1 24 | — | -408.8% |
| Q4 25 | — | -221.3% | ||
| Q3 25 | -212.1% | -208.3% | ||
| Q2 25 | -53.0% | -331.8% | ||
| Q1 25 | 55.2% | 6.8% | ||
| Q4 24 | 22.2% | -241.3% | ||
| Q3 24 | — | -246.3% | ||
| Q2 24 | — | -237.7% | ||
| Q1 24 | — | -405.4% |
| Q4 25 | — | $-1.30 | ||
| Q3 25 | — | $-1.20 | ||
| Q2 25 | — | $-1.38 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $-0.99 | ||
| Q3 24 | — | $-1.17 | ||
| Q2 24 | — | $-1.05 | ||
| Q1 24 | — | $-1.38 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $208.3M | $230.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $245.8M | $102.7M |
| Total Assets | $459.8M | $453.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $230.1M | ||
| Q3 25 | $208.3M | $274.2M | ||
| Q2 25 | $69.4M | $323.3M | ||
| Q1 25 | $78.5M | $267.9M | ||
| Q4 24 | $224.3M | $234.7M | ||
| Q3 24 | — | $255.5M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | — | $338.7M |
| Q4 25 | — | $102.7M | ||
| Q3 25 | $245.8M | $161.5M | ||
| Q2 25 | $268.1M | $213.7M | ||
| Q1 25 | $275.2M | $274.2M | ||
| Q4 24 | $222.9M | $259.7M | ||
| Q3 24 | — | $301.4M | ||
| Q2 24 | — | $348.3M | ||
| Q1 24 | — | $390.7M |
| Q4 25 | — | $453.0M | ||
| Q3 25 | $459.8M | $525.2M | ||
| Q2 25 | $359.6M | $581.0M | ||
| Q1 25 | $393.2M | $490.9M | ||
| Q4 24 | $438.7M | $466.0M | ||
| Q3 24 | — | $519.1M | ||
| Q2 24 | — | $569.4M | ||
| Q1 24 | — | $629.2M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $100.4M | $-52.3M |
| Free Cash FlowOCF − Capex | $99.8M | $-52.8M |
| FCF MarginFCF / Revenue | 781.5% | -174.0% |
| Capex IntensityCapex / Revenue | 5.1% | 1.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $145.0M | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-52.3M | ||
| Q3 25 | $100.4M | $-56.0M | ||
| Q2 25 | $-34.7M | $-49.3M | ||
| Q1 25 | $-45.5M | $33.6M | ||
| Q4 24 | $128.9M | $-31.6M | ||
| Q3 24 | — | $-40.5M | ||
| Q2 24 | — | $-45.5M | ||
| Q1 24 | — | $-55.5M |
| Q4 25 | — | $-52.8M | ||
| Q3 25 | $99.8M | $-56.5M | ||
| Q2 25 | $-36.4M | $-49.7M | ||
| Q1 25 | $-47.1M | $32.6M | ||
| Q4 24 | $128.7M | $-32.7M | ||
| Q3 24 | — | $-40.9M | ||
| Q2 24 | — | $-46.0M | ||
| Q1 24 | — | $-56.0M |
| Q4 25 | — | -174.0% | ||
| Q3 25 | 781.5% | -189.9% | ||
| Q2 25 | -157.0% | -232.8% | ||
| Q1 25 | -55.4% | 36.6% | ||
| Q4 24 | 212.3% | -154.2% | ||
| Q3 24 | — | -168.9% | ||
| Q2 24 | — | -206.2% | ||
| Q1 24 | — | -358.5% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | 5.1% | 1.7% | ||
| Q2 25 | 7.3% | 1.8% | ||
| Q1 25 | 1.9% | 1.2% | ||
| Q4 24 | 0.3% | 5.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.97× | 5.53× | ||
| Q4 24 | 9.59× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLUE
Segment breakdown not available.
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
